Instuitional Investor - Truewealth Financial Partners
Fund Profile
Filing Period:
| Fund Name: | Truewealth Financial Partners |
| Portfolio Value | $195,967,890 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 73,344 | $44,914,353 | 22.92% | |
| 2. | Vanguard Index Fds - SM CP VAL ETF | 93,357 | $19,484,490 | 9.94% | |
| 3. | Vanguard Tax-Managed Fds | 264,026 | $15,820,455 | 8.07% | |
| 4. | VWO | 271,718 | $14,721,707 | 7.51% | |
| 5. | Vanguard Scottsdale Funds | 238,797 | $14,053,206 | 7.17% |
Hedge Fund Resource Center 
